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Changing Over The EPLAN Parts Database To SQL Server: EPLAN Platform Version 2.7 Status: 05/2017
Changing Over The EPLAN Parts Database To SQL Server: EPLAN Platform Version 2.7 Status: 05/2017
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<Installation directory>\bin\License.txt
Parts Database to SQL Server
EPLAN Platform Version 2.7
Status: 05/2017
Table of Contents
Introduction ........................................................................................... 5
Notes for the Reader ......................................................................... 6
Requirements .................................................................................... 8
Changing over the parts database ....................................................... 9
Exporting the EPLAN parts database .............................................. 9
Setting the connection to the SQL Server ..................................... 12
Importing a parts database into the SQL database....................... 16
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Parts Database to SQL Server
EPLAN Platform Version 2.7
Status: 05/2017
Introduction
Dear users,
The team at EPLAN Software & Service GmbH & Co. KG is pleased to
welcome you as a new user.
This document describes how you can change the EPLAN parts data-
base over to the Microsoft SQL-Server 2014. We are carrying out this
changeover using "EPLAN Electric P8" as an example. A corresponding
changeover is possible for the following program variants of the EPLAN
platform:
EPLAN CPM
EPLAN Education
EPLAN Electric P8
EPLAN Fluid
Preplanning
ProPanel
EPLAN Trial
These instructions are intended for administrators who are already famil-
iar with EPLAN and who know how to configure an SQL Server.
Note:
We used the fully licensed program variant "EPLAN Electric P8" and the
SQL Server "Microsoft SQL Server 2014 Express" when drawing up this
document. If you use a different variant or have not licensed all the mod-
ules for P8 or use a different Microsoft SQL Server version, the figures in
this documentation may possibly go beyond the scope of functionality of
the software you have purchased, that is, functions are also described
which are not available to you.
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Parts Database to SQL Server
EPLAN Platform Version 2.7
Status: 05/2017
Note:
Text preceded by this image contains extra notes.
Tip:
Useful tips to facilitate your interaction with the program are presented
after this image.
Example:
Examples are highlighted by this symbol.
Elements of the user interface are identified by bold print, making
them easy to find immediately in the text.
Code examples, directory names, and direct input (among other ele-
ments) are displayed in a non-proportional font.
Function keys, keyboard keys, and buttons within the program are
shown in brackets (such as [F1] for the "F1" function key).
To improve the flow of the text, we often use "menu paths" in this doc-
ument (for example, Help > Contents). In order to find a particular
program function, the menus and options shown in a menu path must
be selected in the sequence shown. For example, the menu path
mentioned above calls up the EPLAN help system.
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Parts Database to SQL Server
EPLAN Platform Version 2.7
Status: 05/2017
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Parts Database to SQL Server
EPLAN Platform Version 2.7
Status: 05/2017
Requirements
You require one of the following Microsoft SQL Server programs in order
to change the parts database over to an SQL Server:
Microsoft SQL-Server 2012 / 2014 / 2016 Express / Standard or Enter-
prise Edition.
More informations about the software requirements and approvals can
be found on the homepage
http://www.eplan.help/help/platform/2.7/en-US/help/EPLAN_Help.htm
You can find the topic Software Requirements and Approvals by clicking
on the NEWS on the start page and calling the chapter Other New Fea-
tures and Information.
Notes:
Please note that you must have installed a Microsoft SQL Server
2012 / 2014 / 2016 in your company in order to change the parts data-
base. If this is not the case, contact your SQL system administrator.
If you use the "SQL Server 2012 / 2014 / 2016 Express" version, you
must have installed the Management Studio Express as well in order
to manage the databases and users.
For further information about the individual versions of the Microsoft
SQL Server operating system please refer to the Microsoft Internet
site.
If you do not have administrator rights on the SQL Server, please contact
your SQL system administrator. The rights are required in order to create
a database on the SQL-Server. You furthermore need the name of the
server and have to be set up as a user (with the corresponding pass-
word) on the SQL Server in order to establish a connection to the SQL
Server.
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Parts Database to SQL Server
EPLAN Platform Version 2.7
Status: 05/2017
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Parts Database to SQL Server
EPLAN Platform Version 2.7
Status: 05/2017
3. Here select the [Extras] button and then the Export menu item.
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Parts Database to SQL Server
EPLAN Platform Version 2.7
Status: 05/2017
The Export records dialog is opened. You have to export the ex-
isting data as an XML file.
4. Select the XML setting from the File type drop-down list.
5. Select Entire file and enter a name for the export file in the File
name field.
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Parts Database to SQL Server
EPLAN Platform Version 2.7
Status: 05/2017
Note:
We recommend activating all the check boxes in the Part type and
Trade sections so that the parts database is exported completely.
6. Click [OK].
The parts records are exported.
Caution:
In order to create a database with the EPLAN table structure on the SQL
Server you require administrator rights on the SQL Server for the follow-
ing steps. Please contact your SQL system administrator to this purpose.
Open the parts management in the EPLAN Electric P8 2.7 version.
1. Select Options > Settings > User > Management > Parts.
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Parts Database to SQL Server
EPLAN Platform Version 2.7
Status: 05/2017
2. Select the SQL server option and click the New button in the SQL
Server line.
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Parts Database to SQL Server
EPLAN Platform Version 2.7
Status: 05/2017
3. Enter the server name and the instance name of the SQL server in
the Server field.
4. Enter in the Database field the database name for the parts manage-
ment.
Caution:
Do not use hyphens in the name of the SQL database.
Note:
You have two possibilities for logging on at an SQL Server:
"Windows authentication" uses the logon data of your Windows user
account.
If "SQL Server" is selected, you use a separate user name and pass-
word.
If a user for accessing the SQL server has not been set up yet,
please contact your SQL system administrator.
The option "Use SQL Server full text search" can only be used on
SQL systems on which the Advanced Services are also installed.
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Parts Database to SQL Server
EPLAN Platform Version 2.7
Status: 05/2017
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Parts Database to SQL Server
EPLAN Platform Version 2.7
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Parts Database to SQL Server
EPLAN Platform Version 2.7
Status: 05/2017
The Import records dialog is opened. You have to import the exist-
ing data as an XML file.
2. Select the "XML" setting from the File type drop-down list.
3. Select the name of the XML file that you exported beforehand in the
File name section.
4. Click [OK].
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Parts Database to SQL Server
EPLAN Platform Version 2.7
Status: 05/2017
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